• CPB Latam Client

    Citigroup (Miami, FL)
    … Maintenance and Contribute to Business Growth** + Deliver wealth management services to CPB Latam clients with guidance from the Banker teams + Manage and ... requirements, and discuss them with the Private Banker. + Participate in service related process improvements. **Execution ( Client Instructions & Requests):** +… more
    Citigroup (12/19/24)
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  • Investment Support Associate - LatAm

    Citigroup (Miami, FL)
    …wire transfers, journals and securities transfers. + Develop a strong understanding of LatAM regional nuances and client base in order to provide tailored ... The Inv Sales Service Senior Analyst also known as the Investment...performance of the individual. The Private Bank at Citi ( CPB ) is part of the Institutional Clients Group and… more
    Citigroup (11/17/24)
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